Merton Miles Financial Planner Report

Name:
Merton Alexander Miles

Rep Number:
000237621

Status:
Current

First Advice:
1983

Disciplinary action:
No action

Most Recent Role:
2003-09-17 onwards

Licensee
Name:

Number:
000231103

ABN:
46 094 765 134

Controlled By:

Appointed By
Name:
Fiducian Financial Services Pty Ltd

Licence Number:
000231103

ABN:
46 094 765 134

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Cert IV in Finance & Mortgage Broking
Australian Society of Accountants
Certified Practising Accountant
FPA
Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investments